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Cape Investment Advisory’s PIMCO Multi Sector Bond Active ETF PYLD Stock Holding History

Cape Investment Advisory’s Portfolio PYLD Stock Details PYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$222K Buy
8,372
+367
+5% +$9.69K 0.06% 219
2026
Q1 		$210K Sell
8,005
-611
-7% -$16.3K 0.07% 216
2025
Q4 		$230K Sell
8,616
-685
-7% -$18.4K 0.07% 194
2025
Q3 		$250K Sell
9,301
-263
-3% -$6.99K 0.25% 96
2025
Q2 		$254K Buy
9,564
+1,661
+21% +$43.3K 0.09% 164
2025
Q1 		$208K Buy
7,903
+163
+2% +$4.27K 0.08% 174
2024
Q4 		$201K Buy
7,740
+1,193
+18% +$31.2K 0.08% 169
2024
Q3 		$174K Buy
6,547
+4,906
+299% +$129K 0.07% 180
2024
Q2 		$42.1K Buy
1,641
+666
+68% +$17K 0.02% 317
2024
Q1 		$25.1K Buy
+975
New +$24.9K 0.01% 409

Other funds holding PYLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACM
Advance Capital Management Southfield, Michigan $3.09B AUM 17.08% 1-Year Est. Return

Cape Investment Advisory's PYLD Position: Q2 2026 in Review

Cape Investment Advisory increased its PIMCO Multi Sector Bond Active ETF (PYLD) stake by 4.6% in Q2 2026, buying an estimated $9.69K and bringing the position to 8,372 shares worth $222K. The position accounts for 0.06% of the portfolio, ranked #219.

Cape Investment Advisory first reported a position in PYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $254K in Q2 2025. 689 funds tracked by Wall St. Rank hold PYLD as of Q2 2026.

  • Cape Investment Advisory held 8,372 shares of PIMCO Multi Sector Bond Active ETF worth $222K as of Q2 2026.
  • Cape Investment Advisory bought 367 PIMCO Multi Sector Bond Active ETF shares in Q2 2026, an estimated $9.69K.
  • PIMCO Multi Sector Bond Active ETF made up 0.06% of Cape Investment Advisory's portfolio in Q2 2026, its #219 holding.
  • Cape Investment Advisory first reported a position in PIMCO Multi Sector Bond Active ETF in Q1 2024 and has held it in 10 quarters since.
  • Cape Investment Advisory's PIMCO Multi Sector Bond Active ETF position peaked at $254K in Q2 2025.
  • 689 funds tracked by Wall St. Rank held PIMCO Multi Sector Bond Active ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.